SageView Advisory Group’s Carlisle Companies CSL Stock Holding History

SageView Advisory Group’s Portfolio CSL Stock Details CSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-131	Closed	-$42K	–	1006
2025 Q4	$42K	Buy	+131	New	+$42.5K	﹤0.01%	1147

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's CSL Position: Q1 2026 in Review

SageView Advisory Group sold out of Carlisle Companies (CSL) in Q1 2026, closing a stake of 131 shares — an estimated $42K sold.

SageView Advisory Group first reported a position in CSL in Q4 2025 and held it in 1 quarter. The position peaked at $42K in Q4 2025. 786 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

SageView Advisory Group reported no remaining Carlisle Companies position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 131 Carlisle Companies shares in Q1 2026, an estimated $42K.
SageView Advisory Group first reported a position in Carlisle Companies in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Carlisle Companies position peaked at $42K in Q4 2025.
786 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.